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“How much compute and how many data centers are needed depends on the returns firms are able to generate with that compute. So far, the AI payoff for firms has been slow to materialize, implying a growing reluctance to pay for AI services.” https://bit.ly/4iiHOyY
bit.lyHere's the 'core economic flaw' in the AI bull case as stock and bond trades unravel, according to a top economist | Fortune"So far, the AI payoff for firms has been slow to materialize, implying a growing reluctance to pay for AI services."
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